Position in SM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$43,143
+$10,124 QoQ
Shares Held
1,653
+56.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#374
of 493 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Valued Wealth Advisors LLC holds $282,917 across 27 Oil & Gas E&P names. SM ranks #1 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SM |
SM Energy Co
This page
|
1,653 | $43,143 | |
| 2 | EOG |
Eog Resources Inc
|
288 | $37,362 | |
| 3 | COP |
Conocophillips
|
350 | $36,386 | |
| 4 | MUR |
Murphy Oil Corp
|
906 | $29,499 | |
| 5 | FANG |
Diamondback Energy, Inc.
|
94 | $16,523 | |
| 6 | CHRD |
Chord Energy Corp
|
132 | $15,087 | |
| 7 | DVN |
Devon Energy Corp/De
|
297 | $12,272 | |
| 8 | APA |
APA Corp
|
335 | $10,910 |
All Filings in SM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,143 | 1,653 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $33,019 | 1,059 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||